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Tesla’s Battery strategy is in preparation for two of its most anticipated vehicles
Tesla has continued to attempt to improve its battery packs and cells despite being the industry leader in EV battery tech. Interestingly enough, the electric car company located in Silicon Valley has had some of the best vehicles in terms of EV range in the past ten years. While other car companies were struggling to equip their attempts at electric cars with 100 miles of usable range, Tesla was and has been pushing the envelope since the original Roadster in 2008.
But even though the company has facilitated several vehicles in its fleet to have over 300 miles of range, and one with over 400 miles, it hasn’t been enough to let Tesla’s battery engineers rest. Even though the Model S Long Range Plus configuration packs 402 miles of electric range, which is plenty for most drivers, Tesla has several cars in the works that pack considerably more range than that. These are also not your “run of the mill” EVs, either. They are the Tri-Motor Cybertruck and the next-gen Roadster.
Batteries are what drive an EV to be all that it can be. They are responsible for the range and the performance of the car, along with the motors and engineering of the chassis and body. However, battery tech is ultimately what decides if a vehicle is going to be a successful electric car or just another one to add to the list of underperforming automobiles.
The key to building a great electric car, like anything else, is starting at the foundation. When you want to make a great pizza, you start with great dough. When you want to make a great EV, you start with the battery cells.
The problem with batteries is that there are no two cells that are the same when the materials that are used within are concerned. Not only that, but sometimes the elements that make some batteries stable and help with energy density are controversial. This is the case with cobalt.
But before I go into a spiel about Tesla’s use of cobalt and how the company responsibly sources it, let’s stay on topic.
Tesla’s battery teams in Canada, led by Jeff Dahn at Dalhousie University, released a new paper this week that indicated an electrolyte solution could contribute to increased battery energy density, and could lead to an extended lifespan.
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The solution would be used to combat the effects of degradation, and would ultimately lead to a longer life span and increased energy density. Enter the Tri-Motor Cybertruck and Roadster.
Both of these cars have range ratings that are well above the Model S Long Range Plus variant. The Cybertruck’s Tri-Motor will have 500+ miles of range, and the Roadster will have 620 miles.
However, Tesla’s current cells are not capable of holding this amount of range. If the batteries are not capable of holding excessive amounts of energy density, they will not perform in the fashion that they were intended. Therefore, Tesla has to continue developing its cells to promote longer-range driving and a long lifespan.
Starting with the Cybertruck, which has an estimated range of “500+ miles,” according to Tesla’s website. Currently, Tesla does not have a battery pack released that is capable of that kind of range, so the batteries must improve. The Tri-Motor setup will certainly help with the towing capacity and acceleration. Still, the battery pack within the Cybertruck has to work efficiently to not only supply power to those motors, but it also has to maintain energy so it can keep range at a reasonable level.
With the Roadster, things are slightly different. This car will (more than likely) not be towing things or have excessive amounts of cargo in the back, so there isn’t as much involved with maintaining range through laborious work. However, it is one of the fastest cars ever made, and Elon Musk has said in the past that the range of the Roadster will be over 1,000 kilometers or 621 miles.
Ultimately, the development of Tesla’s cells has to continue to improve. Obviously, the battery packs for both of the vehicles that were talked about in this article will have battery packs that are larger than the 100 kWh packs that Tesla puts in the Performance variants of the Model S and Model X. But there is a chance that Tesla equips the Cybertruck and Roadster with smaller, more energy-dense batteries like the 2170 cells that are used in the Model 3 and Model Y.
Lucid’s reveal of the 517-mile range that their new EV, the Air, has, certainly must have lit a fire under the rear-ends of Tesla’s battery engineers. Tesla has had a reputation of being the EV company with the best range, and now that Lucid “technically” has the title for that, even though the car isn’t in production, Tesla will likely be gearing up for a takeback of that label.
Tesla’s battery strategy from here on out will be interesting considering other auto companies have proven they are capable of competing in terms of EV range. There is still the fact that Tesla is actually producing these cars on a massive scale and we know that the company’s cars can perform, we don’t know this about the other vehicles yet.
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Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
